After losing a spouse, the paperwork can feel like too much. This workbook takes it one step at a time, at your own pace.
This workbook covers the benefits, elections, and decisions that follow the loss of a federal employee or retiree. Each section explains what's available and what to expect, with worksheets to help you keep track along the way.
What's Inside
✓Survivor annuity and pension continuation
✓FEHB continuation for surviving spouses
✓Social Security survivor benefits
✓Fillable worksheets and action checklists
This Workbook Is For
Surviving spouses of federal employees and retirees
Family members helping a loved one through it
Couples who want to be prepared ahead of time
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Take it one page at a time. If you'd ever like someone to walk through it with you, I'm here to help.
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Mia Smith, MBA, FPWM, FRC, NSSA®Federal Retirement Consultant
321.567.1958 ·
octusfinancial.com
